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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
BlackRock Institutional Trust
California
$606M
5
Ameriprise
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
326
Liberty Mutual Group Asset Management
Massachusetts
$2M +$578K +10,003 +41%
MYLI
327
Meiji Yasuda Life Insurance
Japan
$1.99M -$34.6K -600 -2%
BIC
328
Beach Investment Counsel
Pennsylvania
$1.97M +$37.5K +650 +2%
CCMG
329
Clark Capital Management Group
Pennsylvania
$1.96M +$584K +10,109 +42%
AWA
330
AmeriServ Wealth Advisors
Pennsylvania
$1.93M – – –
KRS
331
Kentucky Retirement Systems
Kentucky
$1.92M -$25.1K -434 -1%
OPCM
332
Osborne Partners Capital Management
California
$1.92M -$26.3K -456 -1%
BBHC
333
Brown Brothers Harriman & Co
New York
$1.9M +$746K +12,929 +65%
WCM
334
Wunderlich Capital Managemnt
Tennessee
$1.9M +$1.9M +32,906 New
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$1.88M +$1.88M +32,500 New
HHC
336
Hutchin Hill Capital
New York
$1.87M +$1.28M +22,100 +215%
FNBT
337
FineMark National Bank & Trust
Florida
$1.85M – – –
ARTA
338
A.R.T. Advisors
New York
$1.83M +$542K +9,394 +42%
JCM
339
Jag Capital Management
Missouri
$1.77M +$31.2K +540 +2%
SCM
340
Sterling Capital Management
North Carolina
$1.76M +$57.4K +994 +3%
UOC
341
UBS O'Connor
Illinois
$1.75M +$1.75M +30,227 New
BC
342
Burney Company
Virginia
$1.74M -$342K -5,923 -16%
KCMRT
343
Kemper Corp Master Retirement Trust
Illinois
$1.73M – – –
SWITC
344
Stewart West Indies Trading Company
Colorado
$1.73M – – –
EAM
345
EULAV Asset Management
Florida
$1.73M – – –
CII
346
CR Intrinsic Investors
Connecticut
$1.73M +$1.73M +30,000 New
Federated Hermes
347
Federated Hermes
Pennsylvania
$1.7M +$52.5K +910 +3%
QIM
348
Quantitative Investment Management
Virginia
$1.69M -$2.23M -38,700 -57%
BMO
349
Beck Mack & Oliver
New York
$1.68M – – –
PG
350
PEAK6 Group
Illinois
$1.67M +$1.67M +28,902 New
12 13
14
15 16